Ann G. Rohlman

Finance

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Profile

Ms. Ann G.
Rohlman, CFA CFP, is a Portfolio Manager at Sonata Capital Group, Inc. Prior to joining Sonata Capital in January 2006, she was previously employed as an Assistant Vice President by Bank of America Private Bank, Investment Analyst by Central Trust Co., and Portfolio Manager by Mercantile Trust & Savings Bank.
Ms. Rohlman received her economics degree from Marietta College.
She is a Chartered Financial Analyst and a Certified Financial Planner.

Former positions of Ann G. Rohlman

Companies	Position	End
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.	Portfolio Manager-Equities	-
Mercantile Bank (Quincy, Illinois) Mercantile Bank (Quincy, Illinois) Regional BanksFinance Mercantile Bank (Quincy, Illinois) provides financial and commercial banking services. It offers debit cards, online and mobile banking, deposits, investment, trust, loans, payroll, checking, and merchant services. The company was founded in 1906 and is headquartered in Quincy, IL	Corporate Officer/Principal	-
Sonata Capital Group, Inc. Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments.	Portfolio Manager-Equities	-

See the detail of Ann G. Rohlman's experience

Training of Ann G. Rohlman

Marietta College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies